Filed September 28, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT Service code 11 · EIN 36-3109431 | Actuarial | $374,661 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $65,092 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $32,677 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $16,750 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 20.09% | 8.60%+11.5pp | 8.31%+11.8pp | 13.24%+6.9pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |